Full-service Financial Advice

Many financial services providers claim to offer comprehensive services, but very few deliver full-service, fee-based strategic advice. To maximise the likelihood of achieving your long-term goals, we resolve all your financial complexities through a holistic strategic approach:

Area of Financial Advice

Area of Financial Advice

Stockbroking Firms

Stockbroking Firms

  • Product-driven model (direct shares)
  • No holistic oversight
  • No strategic goal setting
  • No strategic efficiency

Accounting Firms

Accounting Firms

  • Limited service range
  • Focus on tax efficiency
  • Less focus on strategic goal setting

Private Banks

Private Banks

  • Product-driven model (% fees)
  • No advice on non-revenue generating areas
  • No holistic oversight
  • No strategic goal setting
  • No strategic efficiency

Financial Planning Firms

Financial Planning Firms

  • Product-driven model (% fees)
  • Few strategically focussed firms
  • Part-time investment advisers
  • No tax advice
  • No holistic oversight
  • No strategic efficiency

Full Service Strategic Advice Firms

Full Service Strategic Advice Firms

  • Full-service personal CFO
  • Strategic goal setting
  • Strategic efficiency
  • Consultants not product distributors
  • Fees linked to complexity (not % of funds)
Long Term Cash Flow Plans
No
No
No
 Some firms
Yes
Taxation
No
Yes
No
No
Yes
Entity Structuring
No
Yes
No
 Some firms
Yes
Superannuation
No
 Tax aspects
Yes
Yes
Yes
SMSF Accounting
No
 Some firms
No
No
Yes
Retirement Planning
No
No
Yes
Yes
Yes
Investments
Yes
No
Yes
 Part time
Yes
Personal Insurance
No
No
Yes
Yes
Yes
Debt Strategy
No
No
Yes
Yes
Yes
Estate Planning
No
 Tax aspects Some firms Some firms
Yes
Aged Care
No
No
No
No
Yes
Philanthropy
No
 Tax aspects
No
No
Yes

Summary

Stockbroking Firms

  • Product-driven model (direct shares)
  • No holistic oversight
  • No strategic goal setting
  • No strategic efficiency

Accounting Firms

  • Limited service range
  • Focus on tax efficiency
  • Less focus on strategic goal setting

Private Banks

  • Product-driven model (% fees)
  • No advice on non-revenue generating areas
  • No holistic oversight
  • No strategic goal setting
  • No strategic efficiency

Financial Planning Firms

  • Product-driven model (% fees)
  • Few strategically focussed firms
  • Part-time investment advisers
  • No tax advice
  • No holistic oversight
  • No strategic efficiency

Full Service Strategic Advice Firms

  • Full-service personal CFO
  • Strategic goal setting
  • Strategic efficiency
  • Consultants not product distributors
  • Fees linked to complexity (not % of funds)